Ahrens Investment Partners’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Ahrens Investment Partners’s Portfolio BOTZ Stock Details BOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$21.4K	Buy	+840	New	+$19.8K	0.01%	458
2022 Q3	–	Sell	-2,993	Closed	-$61K	–	258
2022 Q2	$61K	Buy	2,993 +1,900	+174%	+$44.9K	0.03%	301
2022 Q1	$32K	Buy	1,093 +340	+45%	+$10.1K	0.01%	495
2021 Q4	$27K	Buy	+753	New	+$27.7K	0.01%	513
2018 Q4	–	Sell	-22,557	Closed	-$516K	–	168
2018 Q3	$516K	Sell	22,557 -22,320	-50%	-$498K	0.19%	84
2018 Q2	$988K	Sell	44,877 -3,764	-8%	-$87.9K	0.41%	55
2018 Q1	$1.18M	Buy	48,641 +5,031	+12%	+$127K	0.51%	47
2017 Q4	$1.03M	Buy	43,610 +18,860	+76%	+$442K	0.42%	53
2017 Q3	$538K	Buy	+24,750	New	+$500K	0.23%	68

Other funds holding BOTZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's BOTZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2023: 840 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in BOTZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in BOTZ in Q3 2017 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2018. 261 funds tracked by Wall St. Rank hold BOTZ as of Q1 2023.

Ahrens Investment Partners held 840 shares of Global X Robotics & Artificial Intelligence ETF worth $21.4K as of Q1 2023.
Global X Robotics & Artificial Intelligence ETF was a new Ahrens Investment Partners position in Q1 2023.
Global X Robotics & Artificial Intelligence ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #458 holding.
Ahrens Investment Partners first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and has held it in 9 quarters since.
Ahrens Investment Partners's Global X Robotics & Artificial Intelligence ETF position peaked at $1.18M in Q1 2018.
261 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.